Advisors

ARE YOU INTERESTED IN AN INSPIRING, EDUCATIONAL AND ENTERTAINING WAY TO DIFFERENTIATE YOUR FIRM, GROW YOUR BUSINESS AND RE-INVEST IN CLIENTS?

Learn more about

non-financial retirement planning with

Inspired Retirement

- Financial Advisors -

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Strengthen

Client Relationships

Increase

Client Retention

Generate

More Referrals

Non-financial retirement planning is the process of preparing for the emotional, social, and psychological aspects of retirement, not just the financial ones.

It involves creating a vision for your post-work life, finding meaningful activities that give you purpose and fulfillment, building and maintaining a social network of friends and family, and adapting to the changes and challenges that retirement brings.

Non-financial retirement planning is important because it can help retirees achieve a higher level of happiness and well-being in retirement, as well as prevent or reduce the risks of loneliness, boredom, depression, anxiety, loss of identity, and cognitive decline that some retirees may face.

By planning ahead, retirees can make the most of therir retirement years and enjoy them to the fullest.

Free from the obligations of the 9-to-5 working world, retirement represents an exciting opportunity to live life on your own terms. It’s a time to truly pursue your own unique interests, meaning, and purpose. Yet, after a lifetime of tending to the interests of others (boss, children, parents), many have lost sight of what those interests might be.

Inspired Retirement non-financial retirement planning works by sharing evidence-based studies on aging and retirement, wisdom of other retirees, and positive psychology to help participants discover ways to shape their retirement years for maximum satisfaction.

Inspired Retirement offers a choice of online Do-it-Yourself planning or personal One-on-One coaching that can be completed during a period of 4-12 weeks.

Both programs offer the education, empowerment, and inspiration to help retiree understand how they want to spend their most valuable resource - their time.

More information is available at www.inspiredretirement.ca

Financial advisors who integrate the non-financial side of retirement into their planning process help their clients to reach a state where decisions about money and life are intertwined. These clients will find they are better able to utilize their resources to create their best life in retirement.

We invite you to partner with us and not only help your clients retire better, but also benefit your firm by:

Enhancing your value proposition and differentiation as a holistic retirement planner

Strengthening your client relationships and loyalty by showing genuine care and concern

Increasing your client retention and satisfaction by delivering exceptional service and results

Generating more referrals and testimonials by creating raving fans and advocates

Let's explore how Inspired Retirement can support your business!

Let's Chat!

schedule a meeting now

call:

(647) 620 - 7499

email:

susan@inspiredretirement.ca

meet:

calendly.com/inspiredretirement